iShares Russell 2000 Value ETF
1,034 hedge funds and large institutions have $9.05B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 298 increasing their positions, 363 reducing their positions, and 70 closing their positions.
30% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $12.7M
17% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 70
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
1% less capital invested
Capital invested by funds: $9.14B → $9.05B (-$87.6M)
1% less funds holding
Funds holding: 1,045 → 1,034 (-11)
2.22% less ownership
Funds ownership: 74.62% → 72.4% (-2.2%)
18% less repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 363
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$157M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$18.9M |
| 3 |
Morgan Stanley
New York
|
+$17.5M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$17.2M |
| 5 |
Bank of New York Mellon
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$519M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$339M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$125M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$60.1M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$45.7M |
IWN Hedge Fund Activity: Q1 2026 in Review
1,034 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2026, worth a combined $9.05B — down 0.96% from $9.14B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IWN positions and 70 closed out — a net gain of 12 holders — while 298 added to existing stakes and 363 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $157M. The largest seller was TIAA Trust, National Association, cutting an estimated $519M.
- 1,034 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2026, down from 1,045 in Q4 2025.
- Funds reported $9.05B of iShares Russell 2000 Value ETF stock for Q1 2026, down 0.96% quarter-over-quarter.
- 82 funds opened new iShares Russell 2000 Value ETF positions in Q1 2026 and 70 closed out, a net change of +12 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2026 was HSBC Holdings, an estimated $157M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $519M sold.
Based on aggregated 13F filings for Q1 2026.